Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Vanguard Vanguard 500 Index Fund N/R in their Schedule of Assets, totaling $33.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KLEHR HARRISON HARVEY BRANZBURG LLP KLEHR HARRISON HARVEY BRANZBURG LLP 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 102 | $90.5M | $12.1M |
| 2 | R M PALMER COMPANY R M PALMER COMPANY INVESTMENT OPPORTUNITY PLAN | WEST READING PA | 587 | $46.7M | $9.0M |
| 3 | PALMEN MOTORS, INC. |
KENOSHA WI |
| 164 |
| $24.0M |
| $2.9M |
| 4 | RESOLUTE INDUSTRIAL, LLC RESOLUTE INDUSTRIAL, LLC 401(K) PLAN | WHEELING IL | 314 | $17.7M | $2.6M |
| 5 | ANTONIO ORIGLIO, INC. ANTONIO ORIGLIO, INC. PROFIT SHARING PLAN | PHILADELPHIA PA | 260 | $59.2M | $2.2M |
| 6 | NEW YORK CITY CRIMINAL JUSTICE AGENCY, INC. NEW YORK CITY CRIMINAL JUSTICE AGENCY TAX SHELTERED ANNUITY PLAN | NEW YORK NY | 315 | $22.2M | $1.6M |
| 7 | REVENUE WELL SYSTEMS, LLC REVENUE WELL SYSTEMS 401(K) PLAN | SCHAUMBURG IL | 150 | $13.0M | $1.4M |
| 8 | NEW YORK CITY CRIMINAL JUSTICE AGENCY, INC. NEW YORK CITY CRIMINAL JUSTICE AGENCY PENSION PLAN | NEW YORK NY | 145 | $12.5M | $1.1M |
| 9 | PRIMARY CARE HEALTH SERVCIES, INC. PRIMARY CARE HEALTH SERVICES, INC. SAVINGS AND RETIREMENT PLAN | PITTSBURGH PA | 117 | $6.1M | $650K |
| 10 | EEG, INC. BEAUTY EDUCATORS 401(K) PLAN | POTTSVILLE PA | 942 | $24.4M | $312K |
